💸 Expense → Revenue Fast Lane MVP

Hackathon winning project: Qualcomm Local AI Hackathon - contributor: Shruti Goyal (Github: @shrutiebony)

A 20-minute demo MVP that orchestrates payment processing workflows using CodeGlide MCP servers. This project connects Slack → Payment Verification → Jira → Notion → Slack confirmation in a single automated flow.

🚀 Quick Demo

Golden Path Flow:

📨 Slack message → 💳 Verify payment → 🧾 Jira task → 📘 Notion entry → 🔔 Slack confirmation

🏗️ Architecture

┌─────────────────────────────────────────────────────────────┐
│                    Expense Fast Lane                        │
│                                                             │
│  ┌──────────┐   ┌──────────┐   ┌──────────┐   ┌──────────┐│
│  │  Slack   │──▶│ Payment  │──▶│   Jira   │──▶│  Notion  ││
│  │   MCP    │   │ Verify   │   │   MCP    │   │   MCP    ││
│  └──────────┘   └──────────┘   └──────────┘   └──────────┘│
│       │                                             │       │
│       └─────────────────────────────────────────────┘       │
│                   Confirmation Reply                        │
└─────────────────────────────────────────────────────────────┘

📋 Prerequisites

• Node.js 18+ and npm
• CodeGlide MCP servers for Slack, Jira, and Notion
• API credentials (or run in mock mode)

🔧 Setup

1. Install Dependencies

npm install

2. Configure Environment

Copy the example environment file:

cp env.example .env

Edit .env with your credentials:

# Slack Configuration
SLACK_BOT_TOKEN=xoxb-your-slack-bot-token
SLACK_CHANNEL_ID=C01234567

# Notion Configuration
NOTION_TOKEN=secret_your-notion-integration-token
NOTION_DB_ID=your-notion-database-id

# Jira Configuration
JIRA_BASE_URL=https://your-domain.atlassian.net
JIRA_EMAIL=your-email@example.com
JIRA_API_TOKEN=your-jira-api-token
JIRA_PROJECT_KEY=EXP

# Payment Configuration (optional)
SQUARE_ACCESS_TOKEN=your-square-access-token
MOCK_MODE=true

3. Setup CodeGlide MCP Servers

Clone the CodeGlide MCP artifactory:

# Create a directory for MCP servers
mkdir -p mcp-servers
cd mcp-servers

# Clone the CodeGlide MCP artifactory
git clone https://github.com/CodeGlide/mcp-artifactory.git .

# Install dependencies for each MCP server
cd slack_web && npm install && cd ..
cd Notion && npm install && cd ..
cd Jira_Integration_API && npm install && cd ..

cd ..

Update mcp.config.json with the correct paths if needed.

🎯 Usage

Run with Mock Data (No API Keys Required)

Perfect for testing and demos:

npm run dev -- --mockReceiptFile ./scripts/demo-data/receipt.sample.json --dryRun

Run with Real Slack Channel

Read payment messages from a specific Slack channel:

npm run dev -- --sourceSlackChannel C01234567

Run Full Pipeline

With all integrations enabled:

npm run dev

Command-Line Options

npm run dev -- [options]

Options:
  -s, --sourceSlackChannel  Slack channel ID to read payments from
  -m, --mockReceiptFile     Path to mock receipt JSON file
  -d, --dryRun             Dry run mode (skip writes)
  -v, --verbose            Enable verbose logging
  -h, --help               Show help

📦 Project Structure

mvp-expense-lane/
├── src/
│   ├── index.ts              # Main entry point
│   ├── orchestrator.ts       # Main orchestration logic
│   ├── mcp/
│   │   └── clients.ts        # MCP client initialization
│   ├── services/
│   │   ├── receipts.ts       # Receipt parsing & validation
│   │   ├── payments.ts       # Payment verification (Square/mock)
│   │   ├── jira.ts           # Jira issue creation
│   │   ├── notion.ts         # Notion database updates
│   │   └── slack.ts          # Slack message handling
│   └── util/
│       ├── env.ts            # Environment configuration
│       └── log.ts            # Logging utilities
├── scripts/
│   └── demo-data/
│       └── receipt.sample.json
├── mcp.config.json           # MCP server configuration
├── package.json
├── tsconfig.json
├── env.example
└── README.md

🔄 Workflow Steps

1. Read Payment Message from Slack

The orchestrator fetches recent messages from a Slack channel and parses them to extract payment information:

// Looks for patterns like:
// "Payment received: $150 from John Doe for Order #12345"

2. Verify Payment

Verifies the payment via Square API or mock verification:

const verification = await verifyPayment(receipt);
// Returns: { verified: true, status: 'success', transactionId: '...' }

3. Create Jira Task

Creates a Jira issue with payment details:

const jiraIssue = await createPaymentJiraIssue(jiraClient, receipt, verification);
// Returns: { key: 'EXP-1234', url: '...' }

4. Append to Notion Database

Adds an entry to your Notion database:

const notionPage = await createNotionPaymentEntry(
  notionClient,
  receipt,
  verification,
  jiraIssue.key
);

5. Post Confirmation to Slack

Sends a formatted confirmation message back to Slack:

✅ Payment Processed Successfully

🧾 Order: ORD-2024-001
💰 Amount: $150.00 USD
👤 Payer: John Doe

📋 Jira Task: EXP-1234
📘 Notion Entry: https://notion.so/...

_Automated via Expense Fast Lane 🚀_

🧪 Testing

Mock Mode

Set MOCK_MODE=true in .env to use mock implementations for all services:

• Mock Slack client returns sample messages
• Mock payment verification always succeeds
• Mock Jira/Notion clients log actions without API calls

Demo with Sample Data

npm run dev -- \
  --mockReceiptFile ./scripts/demo-data/receipt.sample.json \
  --dryRun

Create Custom Test Receipts

Create a JSON file with your test data:

{
  "orderId": "TEST-001",
  "amount": 99.99,
  "currency": "USD",
  "payer": "Jane Smith",
  "description": "Test payment",
  "source": "manual"
}

Then run:

npm run dev -- --mockReceiptFile ./my-test-receipt.json

🎨 Customization

Adding New Payment Providers

Edit src/services/payments.ts to add support for additional payment gateways:

export async function verifyPaymentWithStripe(receipt: Receipt) {
  // Your Stripe integration logic
}

Customizing Jira Fields

Edit src/services/jira.ts to customize the issue format:

const summary = `Custom: ${receipt.orderId}`;
// Add custom fields, labels, etc.

Notion Database Schema

The code expects a Notion database with these properties:

• Order ID (Title)
• Amount (Number)
• Currency (Select)
• Payer (Text)
• Status (Select: Verified, Pending)
• Source (Select: slack, email, webhook, manual)
• Timestamp (Date)
• Jira Issue (Text) - optional
• Transaction ID (Text) - optional

🚦 Error Handling

The orchestrator continues execution even if individual steps fail:

• Each step is wrapped in try-catch
• Errors are collected and reported at the end
• Mock clients are used as fallback when API clients fail

🔐 Security Notes

• Never commit .env file to version control
• Use environment variables for all secrets
• MCP servers run as separate processes with isolated credentials
• Consider using secret management tools for production

📚 References

• CodeGlide Documentation: https://codeglide.ai/docs/introduction.html
• MCP Artifactory: https://github.com/CodeGlide/mcp-artifactory
• Model Context Protocol: https://modelcontextprotocol.io

🤝 Contributing

This is a hackathon MVP. Contributions and improvements are welcome!

Stretch Goals

• Add retry logic with exponential backoff
• Include Notion page link in Slack reply
• Display payment reconciliation statistics
• Support multiple payment providers
• Add webhook receiver for real-time processing
• Create dashboard for monitoring

📄 License

MIT

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